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Technology Stocks : ATC Communications ATCT -- Ignore unavailable to you. Want to Upgrade?


To: Northern Marlin who wrote (2552)5/15/1998 4:57:00 PM
From: Northern Marlin  Read Replies (1) | Respond to of 2636
 
More notes from the conference call:

Regarding future revenues for the 6/30/98 quarter:
1. Revenues for March of this year represented a 14 month high, and
the momentum continued through April and is forecast to continue for
May and June.
2. Sequential revenue growth is forecast for US West, Amer Express,
America Online, and Omnipoint.
3. Rev growth is expected to pick up for Universal Card and AT&T.
(Frankly, I'll believe the AT&T part when I see it.)

Regarding the outlook for future growth:
1. Their renewal with Integrion offers significant growth possibilities since
there are so many large banks involved, along with IBM and VISA.
2. They are in the midst of development of something in the healthcare
industry, but they can't announce it yet.
3. The Bell Atlantic contract will ramp within 90 days. They didn't say
what has caused the delay, but they did mention that none of the new
vendors who signed that contract along with ATCT have started yet.
4. ATCT is on the short list for work with a major financial institution and
a major telecom company.